CRD: 137423
Poinciana Advisors Group, LLC
$396.0M Total AUM
$396.0M Disc. AUM
26.3% 3Y CAGR
2 Employees
112 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-03-2006
- Office Locations
- 1
Office Locations
3300 PGA Boulevard Suite 200 Palm Beach Gardens FL
About Poinciana Advisors Group, LLC
Poinciana Advisors Group is a Palm Beach Gardens, FL RIA providing investment management and planning for individuals, families, and select institutions. The firm emphasizes a prudent, academically grounded approach informed by peer-reviewed research and financial science (including references to DFA/Fama-French). Services include portfolio construction plus tax, estate, and charitable planning; custody includes Charles Schwab.
Team overview
36 AVG AGE
$396.0M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
12.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
20yrs Firm Age
Insights
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Custodian
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Fund Managers
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
M
MATTHEW CURTIS SMITH
Manager
- CRD
- --
- Ownership
- 25% but less than 50%
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Available
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M
MATTHEW SCOTT STOHLMAN
--
- CRD
- #5060574
- Ownership
- 25% but less than 50%
Available
Available
Available
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R
Robert Donovan Williams
--
- CRD
- #8301109
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $395,993,450 | $1,281,532 |
| Non-Discretionary | $0 | -- |
| Total | $395,993,450 | $1,281,532 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Other:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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